See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,780 | $136,307-42.2% | $177,821-55.7% | $73,488+7.2% |
| Participation rate | 98.2% | 86.1%+12.1pp | 87.7%+10.5pp | 70.7%+27.6pp |
| Annual return | 31.94% | 18.68%+13.3pp | 48.32%-16.4pp | 28.51%+3.4pp |
| Employer contribution / active EE | $3,527 | $3,712-5.0% | $5,918-40.4% | $2,270+55.4% |
| Participant deferral / active EE | $6,928 | $5,829+18.9% | $7,714-10.2% | $3,740+85.3% |
| Admin fee / account holder | $1,489 | $596+150.0% | $12,427-88.0% | $513+190.2% |